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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Are you able to discuss the results of CAR.UN? Do you see potential upside to this company given a more stable interest rate environment?

Can you also comment on their strategy? It seems given their focus on upscaling their building portfolio (ie recycling out older buildings and using their cash to buy newer properties), tail winds from housing shortages & immigration coupled with their focus on affordable housing (eg. mobile homes) could be good opportunities in the future.
Read Answer Asked by Cathy on November 11, 2023
Q: I would appreciate your comments regarding their earnings release and the dividend cut. The market did not like the cut in dividend, but I am wondering as to whether this might at some point be a buy. Their payout ratio seemed low for a reit, even with a very high dividend. If the eliminated dividend reduces debt, would they also be a takeover target for a larger reit/
Read Answer Asked by Paul on November 10, 2023
Q: Hi Peter, Ryan, and Team,

In order to keep the real estate sector balance more or less the same, would you endorse a sale of TCN to use the proceeds to purchase more DIR.UN (which we already hold in this investment account) ? TCN has been a frustrating stock, but I believe that DIR.UN has more upside. Alternatively, are there other stocks in the same sector that you would suggest instead of DIR.UN?

Thanks as always for the pertinent guidance.
Read Answer Asked by Jerry on November 10, 2023
Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?
Read Answer Asked by Geoffrey on November 08, 2023
Q: Good afternoon,

I know that there are diversification benefits to owning ZRE vs individual REITs in Canada. But for a 1-2% portfolio weight, I wonder if I might be better off with a name like CHP.UN purely for income given the quality of their largest tenant.

I have owned ZRE for awhile now, but have to admit to being underwhelmed by its performance.

Thoughts?

Thanks as always.

Thoughts
Read Answer Asked by Trevor on November 01, 2023
Q: Hi 5i Team,

I am thinking of getting back into INO for the dividend. I have owned it in the past but sold it before the market volatility.

At the current share price it looks attractive but do you think the dividend is reasonably safe? (Recognizing you don’t have a crystal ball)
And do you see a more optimistic future for INO if interest rates decline next year?

If you think there are better REITs with comparable dividends any suggestions would be appreciated.

Thanks for all you do!
Read Answer Asked by Josh on October 31, 2023
Q: Fortunately I sold PRV.un and NXR.un over a year ago and now wondering if it is time to repurchase. I'm reminded of Warren Buffet's expression to be "greedy when others are fearful" and there is lots of fear out there at the moment. In your opinion, what are the three most important ratios when evaluating REITs and what are the yellow (caution) the RED (danger) zones for those ratios? What are the ratios for the subject REITS?
Read Answer Asked by Brendon on October 26, 2023
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